AI Agent for Follow Up Boss

How It Works

Get your Follow Up Boss AI Agent up and running in minutes.

1

Log into the Client Portal and assign Follow Up Boss to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts handling real estate calls — qualifying leads, looking up contacts, and routing to the right agent with full CRM context.

Key Features

Everything your AI needs to handle Follow Up Boss inquiries like a pro.

Contact Search

Your AI searches Follow Up Boss contacts by phone, email, or name and pulls up the full profile — lead source, assigned agent, tags, stage, and interaction history.

Lead Management

New callers are automatically created as leads in Follow Up Boss with source attribution, phone number, and notes from the conversation. No lead falls through the cracks.

Deal Tracking

Your AI accesses deal data — property address, stage, price, closing date — so callers asking about their transaction get immediate, accurate updates.

Agent Routing

Calls are routed to the assigned agent in Follow Up Boss. If the agent is unavailable, your AI takes a detailed message and logs it directly on the contact record.

Get Started ▶ Hear a real call

AI Agent for Follow Up Boss Example Prompts

Copy and paste these prompts into your Follow Up Boss AI Agent prompt box to get started quickly.

Example 1 — New Lead from Caller:
"When someone calls asking about buying or selling a home, collect their name, email, phone, and what they are looking for — budget, neighborhood, property type. Create a new lead in Follow Up Boss and tag them as a phone inquiry. Let them know an agent will reach out shortly."

Example 2 — Existing Client Lookup:
"If a caller says they are already working with one of our agents, look them up in Follow Up Boss by phone or name. Check who their assigned agent is and either transfer the call or take a detailed message for that agent."

Example 3 — Showing Request:
"When a lead calls wanting to see a property, look up their record in Follow Up Boss, note which property they are interested in, and create a task for their assigned agent to schedule a showing. Confirm with the caller that their agent will reach out within a few hours to arrange a time."

View All Integration Prompt Examples →

See It in Action

Here's how your AI Agent for Follow Up Boss handles a real conversation.

Caller

Hi, I saw a listing at 742 Maple Drive and I want to schedule a showing.

AI Agent

I'd love to help with that! Can I get your name and the best phone number to reach you?

Caller

Alex Rivera, and this number is fine.

AI Agent

Great, Alex! 742 Maple Drive is a beautiful 4-bed, 3-bath listed at $485,000. I'm assigning you to our listing agent for that property, Karen, and she'll reach out within the hour to schedule your showing. I've saved your contact info. Is there anything specific you'd like Karen to know about what you're looking for?

Frequently Asked Questions

Does it support Follow Up Boss lead routing rules?

Yes. Your AI follows your existing round-robin, first-to-claim, or assigned agent rules when routing new leads. Your CRM's logic stays in control.

Can it handle team and pond leads?

Yes. Your AI can identify unclaimed leads in ponds and route them based on your rules — or assign them to the next available agent on the team.

Does it log calls in Follow Up Boss?

Every call is logged as an activity on the contact record with a summary of the conversation, call duration, and any action items identified during the call.

Can it handle ISA-style lead qualification?

Absolutely. Your AI can be configured to qualify leads like an inside sales agent — asking about timeline, budget, pre-approval status, and property preferences before routing to an agent.

Does it work with Follow Up Boss integrations?

Yes. Since your AI writes data to Follow Up Boss, any downstream integrations (Zillow, Realtor.com, Zapier) that trigger from FUB data changes will work seamlessly.